Giselle Mali Fitzgerald
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Charles Schwab & Co., Inc.Jul 2025 to now
- Charles Schwab Bank, SsbJul 2025 to now
- Aldo ShoesApr 2019 to now
- Celsius Medical SpaJun 2024 to Oct 2024
- Buckley's PubsJul 2021 to Jul 2025
- First WatchApr 2021 to Jul 2021
- StarbucksOct 2020 to Apr 2021
- AllsaintsJul 2020 to Sep 2020
- N/aApr 2020 to Jul 2020
- TheoryFeb 2020 to Apr 2020
- StarbucksJun 2019 to Mar 2020
- Pacific SunwearSep 2018 to Mar 2019
- PublixJun 2017 to Aug 2018
- N/aMay 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8118414
- Firm CRD
- 5393